The Market Is Walking Off a Cliff? | Kevin Muir

Is the stock market walking off a cliff and investors don’t see it coming? Macro investor Kevin Muir, author of the MacroTourist Newsletter, joins Maggie Lake to break down why we’ve entered a new economic era—one where tariffs, trade deficits, and fiscal tightening could reshape markets in ways most investors aren’t ready for.

🔹 Is the market dangerously overvalued?

🔹 How does the trade deficit secretly drive stock prices?

🔹 Why do retail investors actually have an edge over Wall Street?

🔹 What assets (stocks, bonds, gold) are best positioned for the shift?

Chapters:

0:40 - Portfolio Allocation for Trump’s Second Term

2:22 - Retail Freedom: Outlasting the Institutional Frenzy

3:59 - Keeping Powder Dry: The Case for Cash in Volatile Times

6:42 - Overconfident, Overvalued: Unmasking Stock Market Risks

15:16 - Bonds in the Balance: V-Shaped Reset or Sideways Stagnation?

21:21 - Global Corporate Giants: Benefiting from Fiscal Spending

24:27 - Devaluation Drama: Unpacking the Lower Dollar’s Ripple Effects

27:19 - The Ultimate Trade-Off: Hidden Costs Behind Economic Ambition

33:02 - Investment Chess: Strategizing Your Portfolio Amid Uncertainty

38:52 - The Gold Standard: Betting on a Timeless Safe Haven

45:28 - Treasuries in Transition: Navigating Supply in a De-Dollarizing World

49:39 - The Hard Trade: Embracing Challenges for Long-Term Gains

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